Welcome

Alomes Wealth Services are your personal financial GPS.  

Together with our clients, we work out where they want to go and then we map a course to get them there.

We help each of our clients stay on the right course and if they meet a road block, we are here to help them to remap.


CONSULTATION
The most effective way to understand a financial situation is by meeting face-to-face.

If you wish to take advantage of a confidential personal discussion simply call 03 6244 5144 to arrange a meeting.

roadmap

financial planning

Alomes Wealth Services Pty Ltd offers holistic insurance and financial planning services tailored to your specific needs and objectives. If you don’t need it, we don’t recommend it!

CENTRELINK Support

Centrelink can play a significant role in planning for your retirement. Our services allow for a range of assistance from Centrelink entitlement estimates, structuring of your assets to maximise Centrelink entitlements, applications and ongoing support.

OUR VALUES

Professionalism
Our reputation is a result of years of expertise, experience and a continued commitment to maintaining the highest of professional standards.

Responsiveness
We recognise that financial growth can only be achieved through mutual values and understanding. That’s what makes us flexible enough to respond to your needs whilst offering comprehensive assistance to your financial queries.

 

Daniel Alomes is appointed by Alomes Wealth Services Pty Ltd ABN 82 159 857 333 as an Authorised Representative No. 461499 of Count Financial Limited AFSL No. 227232 ABN: 111 26 990 832

For a copy of Finance Services Guide Part 1 & 2, please click here.

Meegan Kundu is appointed by Alomes Wealth Services Pty Ltd ABN 82 159 857 333 as an Authorised Representative No. 457774 of Count Financial Limited AFSL No. 227232 ABN: 111 26 990 832

For a copy of Finance Services Guide Part 1 & 2, please click here.

 

All of the material published on this web site is for information purposes only and does not constitute advice. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a Financial Adviser, whether the information is appropriate in light of your particular needs and circumstances.